Focused Thinking

Geopolitics

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Economics

Fireside Chats - US Outlook: New Year, new President, new America?

What does 2021 hold for the USA?

3 min podcast | January 2021

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Central Banks

2021 Equities Outlook: ...it is more about 2022

In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.

17 min video | December 2020

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Central Banks

Asia Outlook 2021 – Bracing for Reflation

We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.

6 min read | December 2020

Central Banks

Thailand: The Economic Fallout of Political Protests – This Time is No Different

Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.

3 min read | December 2020

Economics

Asia under Bidenomics

Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.

10 min read | November 2020

Economics

Economic Policy under a Biden Administration

If Biden wins in November, he is likely to usher in a new set of US economic objectives and policies.

4 min read | September 2020

Geopolitics

Covid-19 a blessing in disguise for climate change?

We look at 6 ways that COVID-19 has helped address key issues in climate change.

4 min read | August 2020

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Economics

Fireside Chats - The World After Covid-19: Where do we go next?

Have Governments and Investors reached their limits?

21 min podcast | August 2020

Economics

Diversification from China: The push and pull factors

What are the Global implications of diversifying from China?

3 min read | August 2020

Geopolitics

Government debt - a new paradigm?

For economies to stay afloat, historic amounts of fiscal and economic stimulus have been provided, but how will this sovereign debt be repaid?

2 min read | August 2020

Central Banks

The world post Covid-19

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

3 min read | July 2020

Economics

Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises

Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.

1 min read | April 2020

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